Jennifer Nease is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and with 31 years of industry experience. Her career includes long tenure with BB&T-affiliated firms prior to joining Truist Advisory Services in 2021. Outside of her advisory role, she owns a second home in Columbia, SC, which she occasionally rents. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform relationships and AI-enabled research tools within an integrated affiliate structure.

Cory Hart is a financial advisor at Stifel with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Raymond James Financial Services, Higginbotham, Insurors of Texas, and GIA Insurance. He serves as a board member for the Martinsville Henry County Chamber of Commerce. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Autumn Morris is a CFP® professional with eight years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at New College Institute from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Wimbish Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2015 and previously spent a year at Hometrust Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rebecca Stone is a financial advisor at LPL Financial with 8 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2017. Prior to joining LPL, she was employed at Kroger and has been associated with Charles Wimbish and Associates since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Lori Frise is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James Financial since 2008 and has prior experience with Coastal Lending Group and JTB International and Global Advisory Group. Outside of her advisory work, she manages an AirBnB rental property in Martinsville, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Kimberly Clark is a financial advisor with Edward Jones in Martinsville, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for 17 years with Henry County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is recognized for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Matthew Erikson is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Erikson has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Curtis Pilson Jr. is a CFP® and ChFC® with 38 years of industry experience. He has been with Cetera and its affiliate Cetera Advisors LLC since 2013. Outside of his advisory role, he is engaged in fixed insurance sales, including annuities and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

David Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in dog sitting through Rover on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lawrence Johnston is a financial advisor with Stifel in Martinsville, VA, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has been with Stifel since 2009. Johnston serves as Vice President and board member of a nonprofit focused on revitalizing the local economy and is principal of a social club that organizes occasional social and music events. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Larry Isley is a financial advisor with Stifel who holds a Series 63 designation and has 54 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves on the Board of Trustees for Piedmont Arts in Martinsville, VA. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Bronson Boone is a financial advisor with Edward Jones in Martinsville, VA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Boone Tractor and Roanoke College's Department of Information Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lynn Muhammad is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with Primerica Advisors since 2018 and has prior experience at Public Partnership, Adecco Staffing, and Results Inc. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies and manages Lynn Muhammad Financial Services LLC for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.